Purchases and Sales Made in Q3 2021 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11K+ 9.75% |
$2.82M - $3.05M
|
124K
$7.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
10.9K+ 24.63% |
$2.8M - $3.02M
|
55.2K
$3.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
10.9K+ 7.84% |
$2.79M - $3.01M
|
150K
$9.43M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9K+ 10.27% |
$2.79M - $3.01M
|
117K
$7.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.7K+ 2.93% |
$2.75M - $2.97M
|
377K
$23.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
10.7K+ 14.9% |
$2.74M - $2.96M
|
82.4K
$5.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
10.5K+ 1.98% |
$2.7M - $2.91M
|
540K
$34M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 10.27% |
$2.66M - $2.88M
|
112K
$7.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
10.4K+ 2.53% |
$2.66M - $2.87M
|
420K
$26.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.1KNew |
$2.59M - $2.8M
|
10.1K
$636K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
9.81K+ 5.5% |
$2.52M - $2.72M
|
188K
$11.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
9.71K+ 5.9% |
$2.49M - $2.69M
|
174K
$11M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.66KNew |
$2.48M - $2.68M
|
9.66K
$608K
|
|
|
Nov 15, 2021
Q3 2021
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
9.66K+ 14.49% |
$2.48M - $2.67M
|
76.3K
$4.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
9.61K+ 6.0% |
$2.46M - $2.66M
|
170K
$10.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
9.44K+ 14.51% |
$2.42M - $2.62M
|
74.5K
$4.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
9.36K+ 13.51% |
$2.4M - $2.59M
|
78.7K
$4.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.25K+ 3.05% |
$2.37M - $2.56M
|
312K
$19.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
8.88K+ 6.94% |
$2.28M - $2.46M
|
137K
$8.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.71K+ 12.07% |
$2.23M - $2.41M
|
80.9K
$5.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.64K+ 11.2% |
$2.22M - $2.39M
|
85.8K
$5.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.53K+ 8.65% |
$2.19M - $2.36M
|
107K
$6.75M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.39KNew |
$2.15M - $2.32M
|
8.39K
$528K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.37K+ 20.07% |
$2.15M - $2.32M
|
50.1K
$3.15M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.37K+ 20.07% |
$2.15M - $2.32M
|
50.1K
$3.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
8.33K+ 11.78% |
$2.14M - $2.31M
|
79.1K
$4.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.31K+ 12.99% |
$2.13M - $2.3M
|
72.3K
$4.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.23K+ 86.03% |
$2.11M - $2.28M
|
17.8K
$1.12M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.17KNew |
$2.09M - $2.26M
|
8.17K
$514K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
8.07K+ 28.53% |
$2.07M - $2.24M
|
36.4K
$2.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.06K+ 11.73% |
$2.07M - $2.23M
|
76.7K
$4.83M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.04K+ 4.95% |
$2.06M - $2.23M
|
170K
$10.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.8K+ 4.76% |
$2M - $2.16M
|
171K
$10.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
7.77K+ 5.03% |
$1.99M - $2.15M
|
162K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.76K+ 3.42% |
$1.99M - $2.15M
|
235K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.52K+ 25.41% |
$1.93M - $2.08M
|
37.1K
$2.34M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
7.48K+ 1.31% |
$1.92M - $2.07M
|
578K
$36.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.37K+ 6.25% |
$1.89M - $2.04M
|
125K
$7.89M
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
7.34K+ 17.65% |
$1.88M - $2.03M
|
48.9K
$3.08M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.31K+ 21.36% |
$1.88M - $2.03M
|
41.6K
$2.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
7.24K+ 53.05% |
$1.86M - $2M
|
20.9K
$1.31M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
6.96K+ 18.53% |
$1.78M - $1.93M
|
44.5K
$2.8M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
6.68K+ 3.54% |
$1.71M - $1.85M
|
196K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.61K+ 6.36% |
$1.7M - $1.83M
|
110K
$6.96M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.59K+ 1.33% |
$1.69M - $1.83M
|
502K
$31.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.58K+ 8.81% |
$1.69M - $1.82M
|
81.3K
$5.12M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.51K+ 5.23% |
$1.67M - $1.8M
|
131K
$8.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
6.41K+ 10.51% |
$1.64M - $1.78M
|
67.4K
$4.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.38K+ 44.33% |
$1.64M - $1.77M
|
20.8K
$1.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.33K+ 3.64% |
$1.62M - $1.75M
|
180K
$11.3M
|